More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.

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Sara Martin is CEO of WELCOA. Her purpose is helping people fulfill their highest potential in work and life through corporate health promotion. She has launched award winning wellness programs, created new wellness products, and engineered work environments to create cultures of health across multiple industries. She has been a session and keynote speaker at a variety of community and national events including National Health Enhancement Research Organization (HERO) Conference, the Art and Science of Health Promotion Conference, and the National WELCOA Training Summit. She sits on the Johns Hopkins Mental Health in the Workplace Advisory Council and the CDC Workplace Health Resource Center Steering Committee.
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When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.
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Even those who haven’t had a pay cut are revisiting the decision, with 22% tweaking the date, most aiming for a later exit, research shows.
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The factors that had so many predicting go-go growth over a year ago are still very much in place.
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Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.
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Advisors who leave wirehouses face key tax considerations to become successful RIAs.
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Phil Denniston is an experienced healthcare publishing and consulting executive, having successfully built and managed major ventures impacting the health and productivity of working people.
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